1. Understand the Navigation Layout
The main Adaptive workspace includes two primary navigation areas:
Left sidebar: Use this to open core work areas and accounting records. Links are grouped into Main navigation and an Accounting data section.
Top navigation bar: Use this to switch workspaces, search, open Automations, contact Support, view notifications, and access your profile or settings.
Some users or company types may see a simplified layout without the full left sidebar.
2. Use the Left Sidebar
The left sidebar gives you quick access to the main areas of Adaptive. It is organized into two groups:
Main navigation — day-to-day work areas
Accounting data — bills, expenses, payments, and other accounting records
Depending on your permissions and enabled features, you may see:
Main navigation
Jobs
Vendors
Work in progress
Custom reports
Accounting data
Bills
Expenses or Receipts (label depends on your company settings)
Time sheets
Payments
Draws
Purchase orders
Change orders
Click any sidebar item to open that page.
3. Expand or Collapse the Sidebar
You can keep the sidebar expanded or collapse it to create more screen space.
To change the sidebar width:
Go to the left sidebar.
Click the expand or collapse icon near the top of the sidebar.
When the sidebar is expanded, each link shows its icon and label. The Accounting data section appears as a labeled group with a database icon.
When the sidebar is collapsed:
Main navigation items show as icons. Hover to see the label.
The Accounting data section shows as a single database icon. Click it to open a menu with all accounting links.
You can also use keyboard shortcuts:
Press ] to expand the sidebar.
Press [ to collapse the sidebar.
Adaptive remembers your sidebar preference until you change it again.
4. Switch Workspaces
If you have access to more than one workspace, use the workspace switcher in the top navigation bar.
To switch workspaces:
Click the workspace name in the top navigation bar.
Select the workspace you want to open.
Adaptive switches you to the selected workspace and may return you to the relevant list page if you were viewing a record from another workspace.
5. Search Across Adaptive
Use global search to find records across Adaptive.
To search:
Click Search for anything... in the top navigation bar.
Or press Command + K on Mac or Ctrl + K on Windows.
Enter a search term.
Select a result to open it.
The search window can help you find transactions, vendors, jobs, purchase orders, bills, receipts, and other supported records.
6. Use Top Bar Actions
The top navigation bar includes shortcuts to common tools.
Available actions can include:
Automations: Opens automation tools, such as AI rules and approval workflows, when available.
Support: Opens Adaptive chat support.
Notifications: Opens your notifications. You can also press Command + I on Mac or Ctrl + I on Windows.
AI Assistant: Opens the AI Assistant when enabled. You can also press Command + Shift + O on Mac or Ctrl + Shift + O on Windows.
The actions you see depend on your workspace settings and permissions.
7. Access Profile, Settings, and Sign Out
Use the avatar menu in the top right corner to access user and workspace options.
The avatar menu can include:
My profile
Refer & earn
Product updates
Settings
Sign out
The Settings menu can include pages such as:
General
People
Bank accounts
Cards
Email integration
Procore
Exports
Imports
Sync errors
Accounting
Some settings appear only for admins or users with the required permissions.
8. Know Why Your Navigation May Look Different
Adaptive customizes navigation based on your setup.
Your interface may look different if:
Your company has certain features turned on or off.
Your role does not include permission to view a page.
Your workspace uses a simplified onboarding or access flow.
Your company uses integrations that add or remove settings pages.
Note: Some companies in early access also see Command center or Company context in the sidebar. These appear only when enabled for your company and included in your role.
If you have any questions or want to share feedback, feel free to reach out at [email protected].